Acerca de este Curso
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Fechas límite flexibles

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Aprox. 13 horas para completar

Sugerido: 4 hours/week...

Inglés (English)

Subtítulos: Inglés (English)

Habilidades que obtendrás

Summary StatisticsFinancial ModelingDiversification (Finance)Investment

100 % en línea

Comienza de inmediato y aprende a tu propio ritmo.

Fechas límite flexibles

Restablece las fechas límite en función de tus horarios.

Aprox. 13 horas para completar

Sugerido: 4 hours/week...

Inglés (English)

Subtítulos: Inglés (English)

Los estudiantes que toman este Course son

  • Chief Financial Officers (CFOs)
  • Risk Managers
  • Financial Analysts
  • Accountants
  • Business Developers

Programa - Qué aprenderás en este curso

Semana
1
1 hora para completar

Getting Started

3 lecturas, 1 cuestionario
3 lecturas
Project Description - Read me first!10m
Project Prompt10m
Historical Stock Data10m
1 ejercicio de práctica
Project Scope Quiz10m
Semana
2
3 horas para completar

Steps 1 and 2: Yahoo Finance

6 videos (Total 101 minutos), 4 lecturas, 2 cuestionarios
6 videos
How Models are Used in Practice (Fundamentals of Quantitative Modeling)10m
Mathematical Functions (Fundamentals of Quantitative Modeling)20m
Navigating a Spreadsheet and Crafting Formulas (Introduction to Spreadsheets)19m
How To Build an Optimization Model: Hudson Readers Ad Campaign (Modeling Risk and Realities)13m
Data and Visualization: Graphical Representation (Modeling Risk and Realities)22m
4 lecturas
More on Close Price versus Adjusted Close Price10m
More on the Sharpe Ratio10m
Sample Returns Spreadsheet (AAPL)10m
PDFs of Refresher Video Slides10m
2 ejercicios de práctica
Daily Returns Quiz20m
Summary Statistics Quiz20m
Semana
3
3 horas para completar

Step 3: Creating an optimal risky portfolio on the efficient frontier

7 videos (Total 116 minutos), 5 lecturas, 1 cuestionario
7 videos
Present and Future Value (Fundamentals of Quantitative Modeling)15m
Optimization (Fundamentals of Quantitative Modeling)13m
Linear Programming (incl. Solver) (Introduction to Spreadsheets)9m
Optimizing with Solver, and Alternative Data Inputs (Modeling Risk and Realities)26m
Adding Risk: Managing Investments at Epsilon Delta Capital (Modeling Risk and Realities)18m
Using Scenarios for Optimizing Under High Uncertainty, Sensitivity Analysis and Efficient Frontier (Modeling Risk and Realities)15m
5 lecturas
Videos Explaining the Efficient Frontier and Optimal Risky Portfolio10m
More on Portfolio Variance10m
More on the Efficient Frontier10m
More on Short Selling10m
PDFs of Refresher Video Slides10m
1 ejercicio de práctica
The Minimum Variance and Optimal Risky Portfolio20m
Semana
4
1 hora para completar

Step 4: Optional exercise using CAPM tables

3 videos (Total 30 minutos), 3 lecturas, 1 cuestionario
3 videos
Use of Regression Models (Fundamentals of Quantitative Modeling)15m
Correlation and Regression (Introduction to Spreadsheets)7m
3 lecturas
Video on the Capital Asset Pricing Model (CAPM)10m
More on the Capital Asset Pricing Model10m
PDFs of Refresher Video Slides10m
1 ejercicio de práctica
Capital Asset Pricing Model10m
4.6
52 revisionesChevron Right

33%

comenzó una nueva carrera después de completar estos cursos

36%

consiguió un beneficio tangible en su carrera profesional gracias a este curso

22%

consiguió un aumento de sueldo o ascenso

Principales revisiones sobre Wharton Business and Financial Modeling Capstone

por AVNov 2nd 2017

Good course that helps understand different considerations to take into account when creating models. Well laid out Capstone project to help understand portfolio diversification and Optimal Portfolio.

por RTSep 26th 2016

Really a great set of courses to understand and apply models to many different scenarios. I was able to use the skills I learned right away in my profession. Would definitely recommend.

Instructores

Avatar

Richard Lambert

Professor of Accounting
Accounting- Wharton School
Avatar

Robert W. Holthausen

Professor
Accounting
Avatar

Don Huesman

Managing Director, Wharton Online
Innovation Group- Wharton School
Avatar

Richard Waterman

Professor of Statistics
Statistics-Wharton School

Acerca de Universidad de Pensilvania

The University of Pennsylvania (commonly referred to as Penn) is a private university, located in Philadelphia, Pennsylvania, United States. A member of the Ivy League, Penn is the fourth-oldest institution of higher education in the United States, and considers itself to be the first university in the United States with both undergraduate and graduate studies. ...

Acerca de Programa especializado Business and Financial Modeling

Wharton's Business and Financial Modeling Specialization is designed to help you make informed business and financial decisions. These foundational courses will introduce you to spreadsheet models, modeling techniques, and common applications for investment analysis, company valuation, forecasting, and more. When you complete the Specialization, you'll be ready to use your own data to describe realities, build scenarios, and predict performance....
Business and Financial Modeling

Preguntas Frecuentes

  • Una vez que te inscribes para obtener un Certificado, tendrás acceso a todos los videos, cuestionarios y tareas de programación (si corresponde). Las tareas calificadas por compañeros solo pueden enviarse y revisarse una vez que haya comenzado tu sesión. Si eliges explorar el curso sin comprarlo, es posible que no puedas acceder a determinadas tareas.

  • Cuando te inscribes en un curso, obtienes acceso a todos los cursos que forman parte del Programa especializado y te darán un Certificado cuando completes el trabajo. Se añadirá tu Certificado electrónico a la página Logros. Desde allí, puedes imprimir tu Certificado o añadirlo a tu perfil de LinkedIn. Si solo quieres leer y visualizar el contenido del curso, puedes auditar el curso sin costo.

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